Quote, forecast, and bill from one system.
In most companies the revenue stack is a rep quoting in CPQ, finance forecasting in a spreadsheet, and billing running in the ERP, reconciled by hand at quarter-end. We build quoting, forecasting, and billing on Salesforce as one connected system, so the number sales commits and the number finance books come from the same place.
Engineers who build the revenue system.
“Aquiva brings value where I have seen no other SFDC partner bring value. They are collaborative while raising concerns with recommended solutions and options. I've been engaged with them at multiple companies since 2014.”
The person who designs it builds it
The person who models your pricing and approval rules is the same one who builds them in Salesforce and is in the pull requests at go-live. The design already accounts for how a real deal moves from configured quote to booked revenue.
We measure before we migrate
Before anyone touches your org, we run an RCA Readiness Assessment: a scoped audit of quoting velocity, rule density, and approval friction that shows where a Revenue Cloud Advanced move pays off and where it does not. You get a quantified starting point before you commit budget to the migration.
One team from quote to cash to renewal
The same team owns pricing, approvals, the billing handoff, and the renewal motion. Revenue stops falling through the seams between a configuration shop and a billing vendor.
The revenue system, layer by layer.
From quote-to-cash to forecasting to the billing handoff.
Quote-to-Cash & Revenue Cloud
The stretch from a configured quote to booked revenue is where deals stall and pricing errors slip through. We build it on Salesforce as one flow, with the pricing and approval rules the system enforces on every quote.
Product catalog, pricing procedures, approval chains, subscription management, and native Revenue Cloud Advanced builds.
Readiness assessment, rule-density reduction, process mapping, and a migration path from legacy CPQ to Revenue Cloud Advanced.
Guided selling, constraint-driven configuration, and approval previews, so a rep can quote a complex deal without leaving the record.
Order, asset, and billing data that reaches finance clean enough to book without rework.
Forecasting & Pipeline
A forecast is only as trustworthy as the pipeline under it. We design the opportunity and stage model, and the validation that keeps it honest, so the commit number traces back to deals a manager has actually inspected.
Forecast categories, roll-up hierarchies, and the opportunity model behind the commit number.
Stage definitions, exit criteria, and the validation that keeps stale or mislabeled deals out of the forecast.
Dashboards on win rate and where revenue leaks.
Territory, Quota & Compensation
Territory, quota, and comp decide where every rep spends their time. We design the model and build it in Salesforce. A mid-year reorg becomes a rules change, and the new assignments and quotas follow.
Account segmentation, territory hierarchies, and assignment rules that match how you sell.
Quota modeling, capacity planning, and the reporting to track attainment against it.
Commission logic and the data feeds a comp tool needs to pay accurately and on time.
Revenue Data & Integration
Revenue data lives across the CRM, the ERP, the billing engine, and the product itself. We connect them.
Salesforce to NetSuite, SAP, or your billing engine, built so an order and its invoice never drift apart.
Usage and consumption signals flowing into Salesforce for usage-based pricing and renewal-risk scoring.
One data model across quote, order, asset, and invoice, so finance and sales stop arguing about which number is right.
RevOps Enablement & AI
A revenue system pays off when reps quote faster and the repetitive approval checks run without a person. We put Agentforce inside the quoting and renewal flow, where it works under the same permissions, approvals, and audit trail a person would.
Guided quoting, renewal-risk surfacing, and revenue orchestration running inside Salesforce under the Trust Layer.
The operator metrics that flag trouble early: quoting velocity, approval rework, and cost of change.
Runbooks, admin enablement, and a clean handoff so your team owns the system after we roll off.
Common questions
What does revenue operations consulting from Aquiva include?
Quote-to-cash on CPQ and Revenue Cloud Advanced, forecasting and pipeline architecture, territory and quota design, billing and ERP integration, and the RevOps reporting on top. We design the revenue system and build it on Salesforce, then hand it back documented, runbooks included.
What is RevOps, and when do you need it?
RevOps is the operating layer that connects sales, finance, and customer systems, so pricing, quoting, forecasting, and billing run as one process across them. You need it when the revenue number depends on reconciling several tools by hand, and no single team owns the result end to end.
Do you offer Salesforce CPQ consulting?
Yes. We build and extend Salesforce CPQ: product catalog, pricing procedures, approval chains, and subscription management. Salesforce has CPQ in maintenance mode, so a CPQ engagement today usually also scopes the eventual move to Revenue Cloud Advanced.
Do you migrate CPQ to Revenue Cloud Advanced?
Yes. We start with an RCA Readiness Assessment that quantifies where your quoting and approvals stand today, then map the migration from legacy CPQ to native Revenue Cloud Advanced, scoped against the numbers the assessment measured.
Is this RevOps consulting or hands-on implementation?
One team does both, on one engagement. The people who recommend your pricing and forecasting model are the ones who build it in Salesforce, and the accountability stays with them through go-live.
See where your revenue system stands.
A revenue engagement starts with an RCA Readiness Assessment: where quoting, pricing, and approvals stand today, and what to fix first.